SIMA Wealth Partners
DYLD icon

SIMA Wealth Partners’s LeaderShares Dynamic Yield ETF DYLD Stock Holding History

SIMA Wealth Partners’s Portfolio DYLD Stock Details DYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$11.4K Buy
+518
New +$11.5K 0.01% 113

Other funds holding DYLD

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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Great Valley Advisor Group
Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

SIMA Wealth Partners's DYLD Position: Q3 2026 in Review

SIMA Wealth Partners opened a new position in LeaderShares Dynamic Yield ETF (DYLD) in Q3 2026: 518 shares worth $11.4K. The stake represents 0.01% of the portfolio and ranks #113 among its holdings.

7 funds tracked by Wall St. Rank hold DYLD as of Q3 2026.

  • SIMA Wealth Partners held 518 shares of LeaderShares Dynamic Yield ETF worth $11.4K as of Q3 2026.
  • LeaderShares Dynamic Yield ETF was a new SIMA Wealth Partners position in Q3 2026.
  • LeaderShares Dynamic Yield ETF made up 0.01% of SIMA Wealth Partners's portfolio in Q3 2026, its #113 holding.
  • 7 funds tracked by Wall St. Rank held LeaderShares Dynamic Yield ETF as of Q3 2026.

Based on SIMA Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.